Link Appointments to Invoices

DFRR — Sun, 21 Sep 2025 11:01:53 GMT

We have just purchased a Point of Sale System. We wish to link invoices to appointments.

We can do this on an iPad but want to do it on one system (the point of sale)

Please let us know how this can be possible. We bought the Point of Sale so that we did not have to buy a new iPad.

With thanks.

Re: Link Appointments to Invoices

Sineaid — Tue, 09 Jul 2024 10:27:22 GMT

Hi @DFRR,

I see this is your first post - Welcome to the Community!

If you don’t currently see Invoice as a payment method on your Appointments Point of Sale, you may simply need to include the option as an accepted payment type.

From the navigation bar, tap ≡ More.
Tap Settings > Checkout > Payment.

From there you will be able to toggle on/off your preferred payment types, and rearrange the order in which they are displayed at checkout.

I hope this helps, but if you need more advice on setting up your new Point of Sale, please just let me know which device you're using. Is it the Square Register, or the Square Terminal?

If you could also confirm that you’re logged in on the Appointments Point of Sale, and tell me what trouble you’re facing when you try to issue an invoice against a calendar booking?

thread Link Appointments to Invoices in Hardware Setup & Troubleshooting

Link Appointments to Invoices

Re: Link Appointments to Invoices